https://holdlens.com/investor/andreas-halvorsen Every 13F move by Andreas Halvorsen (Viking Global Investors) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Mon, 27 Apr 2026 21:14:16 GMT https://holdlens.com/signal/META https://holdlens.com/investor/andreas-halvorsen#2025-Q4-META-add-0 Andreas Halvorsen (Viking Global Investors) added META in Q4 2025 · 1.0% of portfolio. 37.53% add — Q4's biggest META buyer. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/MSFT https://holdlens.com/investor/andreas-halvorsen#2025-Q4-MSFT-add-1 Andreas Halvorsen (Viking Global Investors) added MSFT in Q4 2025 · 4.8% of portfolio. Tiger-style quality compounder add. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/NVDA https://holdlens.com/investor/andreas-halvorsen#2025-Q4-NVDA-add-2 Andreas Halvorsen (Viking Global Investors) added NVDA in Q4 2025 · 6.2% of portfolio. Still leaning into AI infrastructure. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/TSM https://holdlens.com/investor/andreas-halvorsen#2025-Q4-TSM-add-3 Andreas Halvorsen (Viking Global Investors) added TSM (TAIWAN SEMICONDUCTOR MFG LTD) in Q4 2025 · 4.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/SCHW https://holdlens.com/investor/andreas-halvorsen#2025-Q4-SCHW-trim-4 Andreas Halvorsen (Viking Global Investors) trimmed SCHW (SCHWAB CHARLES CORP) in Q4 2025 · 3.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/V https://holdlens.com/investor/andreas-halvorsen#2025-Q4-V-add-5 Andreas Halvorsen (Viking Global Investors) added V (VISA INC) in Q4 2025 · 3.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/DHR https://holdlens.com/investor/andreas-halvorsen#2025-Q4-DHR-trim-6 Andreas Halvorsen (Viking Global Investors) trimmed DHR (DISNEY WALT CO) in Q4 2025 · 3.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/BBIO https://holdlens.com/investor/andreas-halvorsen#2025-Q4-BBIO-trim-7 Andreas Halvorsen (Viking Global Investors) trimmed BBIO (BRIDGEBIO PHARMA INC) in Q4 2025 · 2.9% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/FTV https://holdlens.com/investor/andreas-halvorsen#2025-Q4-FTV-trim-8 Andreas Halvorsen (Viking Global Investors) trimmed FTV (FORTIVE CORP) in Q4 2025 · 2.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/SHW https://holdlens.com/investor/andreas-halvorsen#2025-Q4-SHW-add-9 Andreas Halvorsen (Viking Global Investors) added SHW (SHERWIN WILLIAMS CO) in Q4 2025 · 2.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/GOOGL https://holdlens.com/investor/andreas-halvorsen#2025-Q4-GOOGL-new-10 Andreas Halvorsen (Viking Global Investors) new position GOOGL (ALPHABET INC) in Q4 2025 · 2.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/AMD https://holdlens.com/investor/andreas-halvorsen#2025-Q4-AMD-trim-11 Andreas Halvorsen (Viking Global Investors) trimmed AMD (ADVANCED MICRO DEVICES INC) in Q4 2025 · 2.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/ICE https://holdlens.com/investor/andreas-halvorsen#2025-Q4-ICE-new-12 Andreas Halvorsen (Viking Global Investors) new position ICE (INTERCONTINENTAL EXCHANGE IN) in Q4 2025 · 2.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/TMUS https://holdlens.com/investor/andreas-halvorsen#2025-Q4-TMUS-add-13 Andreas Halvorsen (Viking Global Investors) added TMUS (T-MOBILE US INC) in Q4 2025 · 2.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/TSLA https://holdlens.com/investor/andreas-halvorsen#2025-Q4-TSLA-add-14 Andreas Halvorsen (Viking Global Investors) added TSLA (TESLA INC) in Q4 2025 · 2.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/AMZN https://holdlens.com/investor/andreas-halvorsen#2025-Q4-AMZN-new-15 Andreas Halvorsen (Viking Global Investors) new position AMZN (AMAZON COM INC) in Q4 2025 · 1.9% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/COF https://holdlens.com/investor/andreas-halvorsen#2025-Q4-COF-trim-16 Andreas Halvorsen (Viking Global Investors) trimmed COF (CAPITAL ONE FINL CORP) in Q4 2025 · 1.9% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/JPM https://holdlens.com/investor/andreas-halvorsen#2025-Q4-JPM-trim-17 Andreas Halvorsen (Viking Global Investors) trimmed JPM (JPMORGAN CHASE & CO.) in Q4 2025 · 1.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/GM https://holdlens.com/investor/andreas-halvorsen#2025-Q4-GM-trim-18 Andreas Halvorsen (Viking Global Investors) trimmed GM (GENERAL MTRS CO) in Q4 2025 · 1.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/CPT https://holdlens.com/investor/andreas-halvorsen#2025-Q4-CPT-add-19 Andreas Halvorsen (Viking Global Investors) added CPT (CAMDEN PPTY TR) in Q4 2025 · 1.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/CSX https://holdlens.com/investor/andreas-halvorsen#2025-Q4-CSX-trim-20 Andreas Halvorsen (Viking Global Investors) trimmed CSX (CSX CORP) in Q4 2025 · 1.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/API https://holdlens.com/investor/andreas-halvorsen#2025-Q4-API-trim-21 Andreas Halvorsen (Viking Global Investors) trimmed API (API GROUP CORP) in Q4 2025 · 1.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/CVNA https://holdlens.com/investor/andreas-halvorsen#2025-Q4-CVNA-trim-22 Andreas Halvorsen (Viking Global Investors) trimmed CVNA (CARVANA CO) in Q4 2025 · 1.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/CHEWY https://holdlens.com/investor/andreas-halvorsen#2025-Q4-CHEWY-add-23 Andreas Halvorsen (Viking Global Investors) added CHEWY (CHEWY INC) in Q4 2025 · 1.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/HCA https://holdlens.com/investor/andreas-halvorsen#2025-Q4-HCA-trim-24 Andreas Halvorsen (Viking Global Investors) trimmed HCA (HCA HEALTHCARE INC) in Q4 2025 · 1.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/SEA https://holdlens.com/investor/andreas-halvorsen#2025-Q4-SEA-add-25 Andreas Halvorsen (Viking Global Investors) added SEA (SEA LTD) in Q4 2025 · 1.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/TMO https://holdlens.com/investor/andreas-halvorsen#2025-Q4-TMO-new-26 Andreas Halvorsen (Viking Global Investors) new position TMO (THERMO FISHER SCIENTIFIC INC) in Q4 2025 · 1.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/UBS https://holdlens.com/investor/andreas-halvorsen#2025-Q4-UBS-trim-27 Andreas Halvorsen (Viking Global Investors) trimmed UBS (UBS GROUP AG) in Q4 2025 · 1.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/BMRN https://holdlens.com/investor/andreas-halvorsen#2025-Q4-BMRN-trim-28 Andreas Halvorsen (Viking Global Investors) trimmed BMRN (BIOMARIN PHARMACEUTICAL INC) in Q4 2025 · 1.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/UNH https://holdlens.com/investor/andreas-halvorsen#2025-Q4-UNH-new-29 Andreas Halvorsen (Viking Global Investors) new position UNH (UNITEDHEALTH GROUP INC) in Q4 2025 · 1.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/SAIA https://holdlens.com/investor/andreas-halvorsen#2025-Q4-SAIA-trim-30 Andreas Halvorsen (Viking Global Investors) trimmed SAIA (SAIA INC) in Q4 2025 · 0.9% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/CB https://holdlens.com/investor/andreas-halvorsen#2025-Q4-CB-new-31 Andreas Halvorsen (Viking Global Investors) new position CB (CHUBB LIMITED) in Q4 2025 · 0.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/PGR https://holdlens.com/investor/andreas-halvorsen#2025-Q4-PGR-new-32 Andreas Halvorsen (Viking Global Investors) new position PGR (PROGRESSIVE CORP) in Q4 2025 · 0.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/TW https://holdlens.com/investor/andreas-halvorsen#2025-Q4-TW-new-33 Andreas Halvorsen (Viking Global Investors) new position TW (TRADEWEB MKTS INC) in Q4 2025 · 0.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/AON https://holdlens.com/investor/andreas-halvorsen#2025-Q4-AON-trim-34 Andreas Halvorsen (Viking Global Investors) trimmed AON (AON PLC) in Q4 2025 · 0.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/BAC https://holdlens.com/investor/andreas-halvorsen#2025-Q4-BAC-trim-35 Andreas Halvorsen (Viking Global Investors) trimmed BAC (BANK AMERICA CORP) in Q4 2025 · 0.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/FIGMA https://holdlens.com/investor/andreas-halvorsen#2025-Q4-FIGMA-new-36 Andreas Halvorsen (Viking Global Investors) new position FIGMA (FIGMA INC) in Q4 2025 · 0.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/LOW https://holdlens.com/investor/andreas-halvorsen#2025-Q4-LOW-new-37 Andreas Halvorsen (Viking Global Investors) new position LOW (LOWES COS INC) in Q4 2025 · 0.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/IQV https://holdlens.com/investor/andreas-halvorsen#2025-Q4-IQV-new-38 Andreas Halvorsen (Viking Global Investors) new position IQV (IQVIA HLDGS INC) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/CSGP https://holdlens.com/investor/andreas-halvorsen#2025-Q4-CSGP-trim-39 Andreas Halvorsen (Viking Global Investors) trimmed CSGP (COSTAR GROUP INC) in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim